WELLS FARGO & COMPANY/MN - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
WELLS FARGO & COMPANY/MN ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$56,954,603
+5.5%
1,677,108
+10.7%
0.02%
+13.3%
Q2 2023$54,005,084
+10.8%
1,514,869
+8.1%
0.02%
+7.1%
Q1 2023$48,754,309
+19.9%
1,400,985
+11.0%
0.01%
+16.7%
Q4 2022$40,655,717
+23.8%
1,262,208
+8.1%
0.01%
+9.1%
Q3 2022$32,835,000
-7.5%
1,167,267
+3.4%
0.01%0.0%
Q2 2022$35,491,000
-5.4%
1,128,493
+10.5%
0.01%
+10.0%
Q1 2022$37,507,000
-0.8%
1,021,452
+5.0%
0.01%
+11.1%
Q4 2021$37,828,000
+5.3%
973,192
+4.8%
0.01%
+12.5%
Q3 2021$35,938,000
+1.7%
928,645
+3.6%
0.01%0.0%
Q2 2021$35,353,000
+13.7%
896,151
+8.4%
0.01%
+14.3%
Q1 2021$31,104,000
+10.2%
826,806
+5.5%
0.01%0.0%
Q4 2020$28,229,000
+20.3%
783,934
+4.9%
0.01%
+16.7%
Q3 2020$23,474,000
+2.7%
747,570
-2.7%
0.01%
-14.3%
Q2 2020$22,865,000
+8.7%
768,564
-5.6%
0.01%0.0%
Q1 2020$21,031,000
-23.6%
813,899
-0.5%
0.01%0.0%
Q4 2019$27,522,000
+7.1%
818,380
+1.5%
0.01%0.0%
Q3 2019$25,693,000
+3.7%
806,416
+4.4%
0.01%0.0%
Q2 2019$24,777,000
+14.0%
772,116
+11.2%
0.01%
+16.7%
Q1 2019$21,740,000
+58.6%
694,349
+43.6%
0.01%
+20.0%
Q4 2018$13,706,000
+85.7%
483,459
+119.7%
0.01%
+150.0%
Q3 2018$7,379,000
-42.5%
220,049
-43.3%
0.00%
-50.0%
Q2 2018$12,833,000
+10.8%
388,286
+13.0%
0.00%
+33.3%
Q1 2018$11,582,000
+7.4%
343,564
+8.6%
0.00%0.0%
Q4 2017$10,783,000
+6.3%
316,492
+4.4%
0.00%0.0%
Q3 2017$10,147,000
+18.4%
303,183
+12.4%
0.00%0.0%
Q2 2017$8,572,000
+8.5%
269,742
+1.9%
0.00%0.0%
Q1 2017$7,904,000
+13.0%
264,604
+4.7%
0.00%
+50.0%
Q4 2016$6,997,000
-1.9%
252,757
+2.1%
0.00%
-33.3%
Q3 2016$7,131,000
+5.0%
247,661
-1.2%
0.00%0.0%
Q2 2016$6,792,000
-2.6%
250,555
-2.6%
0.00%0.0%
Q1 2016$6,975,000
-6.4%
257,252
-4.8%
0.00%0.0%
Q4 2015$7,450,000
-32.7%
270,328
-33.1%
0.00%
-40.0%
Q3 2015$11,065,000
+140.2%
404,282
+167.4%
0.01%
+150.0%
Q2 2015$4,606,000
+83.8%
151,164
+82.3%
0.00%
Q1 2015$2,506,000
+114.9%
82,932
+105.6%
0.00%
Q4 2014$1,166,000
+8.1%
40,341
+15.9%
0.00%
Q3 2014$1,079,000
+12.4%
34,813
+19.5%
0.00%
Q2 2014$960,000
+14.1%
29,131
+9.1%
0.00%
Q1 2014$841,000
+16.5%
26,700
+16.7%
0.00%
Q4 2013$722,000
+18.2%
22,884
+13.7%
0.00%
Q3 2013$611,000
-42.0%
20,118
-48.0%
0.00%
-100.0%
Q2 2013$1,054,00038,6870.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Leverty Financial Group, LLC 850,286$33,050,00025.49%
TimeScale Financial, Inc. 2,619,880$101,835,00022.77%
Matrix Trust Co 1,966,666$76,444,00018.54%
Guardian Financial Partners, LLC 470,022$18,270,00017.44%
ACT WEALTH MANAGEMENT, LLC 652,834$25,376,00014.61%
JBJ Investment Partners, LLC 1,738,166$67,563,00013.94%
SVB Investment Services Inc. 535,610$20,820,00013.84%
Boyd Wealth Management, LLC 473,829$18,418,00013.37%
Flower City Capital 345,967$13,464,000,00013.07%
Evergreen Advisors, LLC 963,137$37,437,00012.77%
View complete list of SCHWAB STRATEGIC TR shareholders